1. Achieve reliable user adoption, attain a complete view of clients, position the firm to adapt quickly to business changes, align firm & IT needs, accelerate matter delivery & returns. For partners & lawyers this means a clear view of the firm, leveraging agility for competitive advantage, partnering with IT for long term success. For firm staff the benefits are using familiar Microsoft Office tools, role-tailored views of information, minimized data entry, consistent client processes & actionable reporting & analytics. 2. Benefit from intuitive segmentation tools to drive superior target client selection with workflow-driven processes to increase reach & relevancy. Ensure high user adoption by making CRM a natural extension of user & client habits, improve productivity by consolidating client information to a single location, reduce training & transition costs with easy-to-learn, easy-to- use applications. 3. Change the game on business development – improve the other 80% of business development staff (“clone our best rain makers”), convert every opportunity into a pitch for new business, breakdown physical boundaries & eliminate down time. Partners & lawyers will reach client satisfaction goals, drive new revenue opportunities, achieve true business insight & visibility. Business developers will better manage key KPIs, increase client team empowerment & morale, enforce a consistent business development process. 4. Create branded, professional documents that win more deals; streamline the processes around preparing proposals with easy reminders/alerts & workflow approvals. Approvals can be electronically routed via emails, smartphones & tablets. 5. xRM4Legal supports integration with a number of email marketing, survey & analytics providers. The MailChimp, ClickDimensions, CoreMotives & Concep Campaigner connectors support quick & easy sharing of information – from marketing lists maintained within xRM4Legal to activity responses generated. The result is full & effective integration between “best of class” applications. 6. Manage complex business relationships across clients, partners, multiple offices allowing greater flexibility to manage client relationships & interactions – both on-line & off-line. xRM4Legal users can easily enter, track, & view complex relationships, fostering higher user adoption & greater data quality. Enforce the completeness & accuracy of client personal information through business required & recommended data fields. Identify & merge duplicate records, allowing a data administrator to select which data values are retained on the merged record. 7. Firm DNA is a key strategic advantage in law. With xRM4Legal, the firm can support unique firm processes, atypical CRM needs – matching the technology to the firm, not the other way around. Minimize change management of people, the hardest part. Key features include: robust & extensible platform, flexible licensing model, reduced TCO, backed by Microsoft.

1. Extended Relationship Management for Law Firms and Legal Departments

2. Why xRM4Legal?








3. Benefits
“World’s best practice” based on the experience of over 50 Microsoft CRM law firm projects over half a decade

4. Over 250 components, 50 projects, half a decade
Marketing Examples
1.Menus, simplified nav(igation) and command bars
2.Role based forms –including Quick Create
3.Address/location management
4.Contact cloning
5.Relationship management
6.Meeting/activity management
7.Marketing List management/eMarketingintegration
8.Reporting –charts and dashboards

5. Roadmap: new capabilities create new opportunities

6. Demonstration

8. Integration with Microsoft Outlook (2013, 2010 & 2007)

9. Track emails in CRM

10. Track appointments in CRM

11. Active People view

12. Person “Advanced” (role-based) form

13. Person “Contact” (role-based) form (Social Insights)

14. Person “MailChimp” (role-based) form

15. Person Audit History (related items)

16. Managing Marketing Lists –reviewing invite lists

17. Security Roles, conflicts & confidentiality

18. Stay productive on the road or in the courtroom




 https://itunes.apple.com/us/app/microsoft-dynamics-crm/id678800460?mt=8#
https://itunes.apple.com/au/app/microsoft-dynamics-crm-for/id723891307?mt=8
Adopt Microsoft CRM/xRM4Legal on devices to:
•Quickly mobilize your rainmakers
•Create a competitive differentiator
•Attract and retain marketing/BD talent

20. Social dashboard –what’s new, records you follow

21. Record Past Meeting in CRM

22. Record Past Meeting in CRM (& attach report)

23. Record CRM Activity directly from Outlook

24. Add a Reminder

25. Add a (new contact) Person

26. Role-based Dashboards (Managing Partner)

27. Role-based Dashboards (Finance)

28. Role-based Dashboards (Marketing)

29. Role-based Dashboards (Practice Lead)

31. Opportunities dashboard

32. Opportunities list view

33. Opportunity –Summary

34. Opportunity –Processes & Checklist

36. Create Document (proposal) from template

37. Attach/print/Save (document) to SharePoint

38. Preview and/or edit proposal document

40. Create a (dynamic) Marketing List of GC

41. Manage Marketing List Members (dynamically)

42. Member list

43. A complete activity view –client contact

44. A complete activity view –client company

45. Marketing Performance dashboard

46. Chart drill-down –view the records used

47. Key Account & Cross Sell dashboard

48. Drill-down to Client Plan –Targets/satisfaction

49. Marketing List –2014 Golf Day

50. Marketing List –2014 Golf Day –Manage Members

51. Event –Summary

52. Event –Details

53. Event Response

54. Event Response –Form Editor

55. Personnel Contact List

56. Person record –colleague

57. Person record –related items –Relationship Map

58. Person record –related items –Employment

59. Person record –related items –Languages

60. Person record –related items –Education

61. IP Matters by Partner list view

62. Matters form view

64. Controlling what syncs between CRM & Outlook

65. Filters –contacts syncing to Outlook

66. Tracking Outlook contacts in CRM

67. Duplicates Detected!

68. Data Management (Settings Web Client)

69. Duplicate Detection Rules

70. Duplicate Detection Wizard

71. When duplicates are detected –Merge Records

72. Anti-spam compliance built-in –Express Consent

73. Anti-spam compliance built-in –track unsubscribes

74. Anti-spam compliance built-in –manage bounces

75. Anti-spam compliance built-in –track opens & clicks

76. Workflow automation (to alert record changes)

78. Licenses to suit power users, PAs & fee earners
Power Use
CAL
User Capabilities
Server
Marketing/BD
Device CAL
Partner Use
CAL
Assistant/FE
Device CAL

79. Architecture
110101
101010
110101

80. Transforming Productivity—CRM/xRMAnywhere

82. Companion Apps
Touch Experience
Custom Web Portal
Extensible User Experiences
Microsoft Office
SharePoint
Composite UI

83. Point-and-Click Customizations to “Compose” Business Apps
Rapid Declarative Development
Easily Customize Forms, Workflow, Templates and Reports
Self-Service for Power Users
Portable Across Multiple CRM Tenants
Managed Solutions for Controlled Delivery
Customizations
.NET / HTML / JS / Silverlight Extensibility
Tools for Developers & Application Lifecycle Management
Business Process Management and Business Intelligence
Custom Integration with Other Apps
Bulk data API for processing large datasets
Sandboxed Environment for Code Access Security

84. Metadata
Custom and Extensible Data Model
Package Metadata into Layered Solutions
Data
Per-Tenant SQL Server Database
Scalable to Billions of records and Millions of Transactions *
Platform
Hosting
Multitenant Application Controller
Separation of Roles (Web app, App Services, Sandbox, etc)
* See whitepaper titled “Microsoft Dynamics CRM Performance and Scalability with Intel” and whitepaper on CRM Data Load Performance and Scalability

87. Social
Email
IM
Custom Channels
Communication Channels

88. Web Services
SOAP/ODataREST endpoints
For CRUD and custom operations
Late and early bound .NET classes
For simplified development
Connect from non-.NET applications
Access from Java, PHP, …
Claims-based Identity
For secure, interoperable access

89. Developers
Business Analysts
System Administrators
Integration
Custom UI
Custom Logic and Business Rules
Advanced Business Intelligence
Workflow-Driven Processes
Self-Service Reports
Views, Forms
Data Model
Users, Organizations
Business Units
Security Roles
Settings
Templates, KB articles
Mail-Merge and Email Templates
Document Templates
Microsoft CRM Extensibility Toolset

90. Toolset
Development


Management


Integration




91. Salesforce.com
Microsoft CRM/xRM4Legal
User Experience
Analytics
Collaboration
Choice
Trust
Value
Reimagined experience with process-driven user interface via desktop, mobile, or tablet that streamlines processes and enables users to achieve firm outcomes
Real-time dashboards, reporting, Excel connectivity to Microsoft CRM database with BI, data mining, “what-if” modeling and data visualization with PowerBI
Enterprise-class social collaboration (Office 365, SharePoint, Skype, Lync, Yammer) with presence/IM, screen sharing, click-to-communicate, and conversation archiving
Online, on premise, or hybrid with mix and match licensing choice and flexibility
Contractual privacy protections via European Model Clauses, regional company owned datacenters, transparency in data privacy and operations, financially-backed SLAs
Low list price $65 with additional value including InsideView (US) MS Social Listening, and lower add – on costs (data storage $120/GB/year)
Traditional form-based user interface over a decade old, navigate by scrolling and app flipping, Office integration with compromise
Static dashboards that require refreshes, export (not connect) to Excel, report view and record download limitations, no advanced BI, data mining, or “what-if” analysis
Chatter lacks presence across the enterprise, audit logs, IM timestamps, screen sharing, click to communicate, CRM license required for everyone to see relevant opportunities / cases
Online only with inflexible licensing (one SKU per instance)
No signature commitment to EU model clauses, leased data centers only in US and Asia, no transparency in operations and data access, no financially-backed SLAs
High list price $300 / $125 / $65 with hidden costs such as Data.com $125 add-on, data storage $3,000/GB/year and expensive Radian6 for social listening
Microsoft CRM/xRM4Legal differentiation against Salesforce.com

92. Key takeaways

93. Next steps
Agree key goals/objectives –30 minutes
Organize a “proof of capability” –1 week to 1 month
Run a pilot –marketing/BD including light-house practice group
Rollout firm-wide –targeting wider audience of professional and support staff

94. Contactwww.xRM4Legal.com
DBlumentals@xRM4Legal.com